PRINTThe contractual template is created for each client before the contractual invoice is prepared. The contractual template is based on the requirements of the client contract. The template includes all line items to be billed to the client that correspond to the contract items. Each contractual template is created in UFS using built-in, predefined line sets. If necessary, Operations Accounting is available to assist in choosing appropriate line sets when setting up the contractual template.
The contractual template line sets are programmed by BSC accounting to conform to the specific requirements of a contract item. Each line set consists of text and formulas describing a particular contract item. The line set includes masks, which are placeholders for data such as dates, contractual rates, amount, numbers, etc., as they apply to those items in the contract. The symbols in the line sets are replaced with actual figures as the contractual invoice is created using the contractual template.
To
add a contractual templateTo edit a
contractual templateTo remove
a contractual templateTo
print and save a template setup report
,
select from the
on the report screen. (You may have to roll your mouse cursor over
the top or bottom of the screen for the icon to appear.)
in the
top right-hand corner.